Move routine work
Let customers repeat normal baskets, adjust quantities and add notes themselves.
Customer Self-Service Ordering Portal for Wholesalers
Let routine customers self-serve without losing supplier control.
Give trade buyers a self-service ordering portal for repeat baskets, account prices and delivery notes while staff keep the review step.
Example order
Self-service order route
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01
Buyer opens portal
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02
Usual products loaded
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03
Notes added
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04
Team reviews order
Real Porosi product screens. Customers can order on iOS, Android or the web, and submitted orders appear in the supplier dashboard for review.
Self-service route
Self-service must remove routine admin, not the supplier relationship.
The customer must handle predictable ordering work while the supplier still sees account rules, notes and exceptions before next step.
Keep customer details
Show the products and prices that belong to the customer.
Support human service
Keep a clear path for exceptions and staff review.
Measure adoption
Watch which accounts self-serve and which still need onboarding help.
One order, two perspectives
Self-service works when customers get speed and staff keep visibility.
A buyer builds the order from the products, prices and history available to their account. When they press submit, self-service reorders, favourite products, account prices and delivery notes stay with the order, so the supplier can check it without retyping a call, email or message.
Customer side
Customers need
- A fast route back to the products they normally buy.
- Confidence that prices, notes and delivery details are attached.
- A supplier-branded workflow that still feels supported.
Supplier side
Order desks need
- Less retyping of routine orders.
- Visibility over exceptions before fulfilment or invoice preparation.
- Signals showing which customers still need help adopting the portal.
What the supplier receives
What matters in self-service portals: support work reduced.
The supplier team receives one order record with self-service reorders, favourite products, account prices and delivery notes. Staff can check exceptions before picking, delivery or invoice preparation begins.
Routine orders
Call or email
Customers ask staff to rebuild the same basket.
Self-service basket
Buyers adjust regular orders directly.
Account rules
Hidden context
Self-service creates price or product questions.
Visible context
Products and prices remain tied to the account.
Support
Abandoned customer
Customers are pushed into a rigid workflow.
Supported self-service
Staff review and customer help remain visible.
Rollout
Start self-service with predictable repeat buyers.
Routine customers prove whether the portal saves time before complex accounts are invited.
Pick repeat buyers
Choose accounts with known baskets and clear order history.
Check the normal order
Ask them to rebuild a routine basket with a real note or delivery date.
Review remaining support
Track what questions still reach the order desk after submission.
FAQ
Frequently asked questions about Customer Self-Service Ordering Portal for Wholesalers
How would Customer Self-Service Ordering Portal for Wholesalers work for a regular customer?
The customer must handle predictable ordering work while the supplier still sees account rules, notes and exceptions before next step.
What can buyers do with customer self-service?
A fast route back to the products they normally buy. Confidence that prices, notes and delivery details are attached.
What does the supplier team receive from customer self-service?
Less retyping of routine orders. Visibility over exceptions before fulfilment or invoice preparation.
How does Porosi start a rollout?
Routine customers prove whether the portal saves time before complex accounts are invited.
See it with your own accounts
Review customer self-service against a real repeat order.
Use a regular account basket, account prices and the support calls you want to reduce.